ANNE & NATALIO FRIDMAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANNE & NATALIO FRIDMAN FOUNDATION (EIN 52-2357309)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-11
- IRS object ID
- 202211019349100411
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-11T11:07:42-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061667465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGER METIS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 PENN PLAZA 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522357309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE AND NATALIO FRIDMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 2128795878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 993 PARK AVENUE NO 10-S | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATALIO FRIDMAN | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 2128795878 | PhoneNum |
| Signature | 2022-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NATALIO | PersonFirstNm |
| Person Last | FRIDMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TOVA PERETZ | PreparerPersonNm |
| PTIN | P01324285 | PTIN |
| Phone | 2126430099 | PhoneNum |
| Preparation | 2022-04-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,057,622 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $69,183 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,183 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,512 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,512 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $300,366 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,624,813 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $300,366 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $472,061 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $472,061 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,486 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,675 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $152 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $999 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $999 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,260 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $737,372 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $737,372 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $820,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $737,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$348,571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $393,324 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,020,709 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,335,047 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,335,047 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,071,447 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,408,538 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,922,575 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,800,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,800,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,800,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,892,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,543,585 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,057,622 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,892,156 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,543,585 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,892,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,543,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,892,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,543,585 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,892,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$348,571 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,543,585 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,543,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $13,458 | $13,458 | $13,458 | |||
| CHARLES SCHWAB | P | $65,560 | $5,254 | $5,254 | 2020-06-01 | 2021-05-31 | $60,306 |
| CHARLES SCHWAB | P | $590,042 | $112,367 | $112,367 | 2019-06-01 | 2021-05-31 | $477,675 |
| RAYMOND JAMES | P | $91,830 | $55,256 | $55,256 | 2020-06-01 | 2021-05-31 | $36,574 |
| RAYMOND JAMES | P | $826,473 | -$35,899 | -$35,899 | 2019-06-01 | 2021-05-31 | $862,372 |
| TD AMERITRADE | P | $1,037,450 | $149,930 | $149,930 | 2019-06-01 | 2021-05-31 | $887,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $300,366 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $35 | EsPenaltyAmt |
| Tax Due | $702 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NATALIO FRIDMAN | IndividualWithBooksNm |
| Phone | 2128795878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 993 PARK AVENUE APT 10S | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NATALIO S FRIDMAN | ||||||||
| 993 PARK AVENUE APT 10S | NEW YORK | NY | 10028 | PRES/TREAS | 1.00 | $0 | $0 | $0 |
| ANNE H FRIDMAN | ||||||||
| 993 PARK AVENUE APT 10S | NEW YORK | NY | 10028 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID M FRIDMAN | ||||||||
| 993 PARK AVENUE APT 10S | NEW YORK | NY | 10028 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,924,576 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,677,878 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,800,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,402,454 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,402,454 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,037 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,246,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $512,321 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $512,321 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,467 | TotalTaxAmt |
| Distributable Before Adj | $506,854 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $506,854 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $506,854 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $737,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $737,372 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $737,372 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $506,854 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $53,225 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $101,199 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $154,424 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $737,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $506,854 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $230,518 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $384,942 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $384,942 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $53,225 | ExcessFromYear3Amt |
| Excess From Year1 | $101,199 | ExcessFromYear1Amt |
| Excess From Current Year | $230,518 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 3GNY | |||||
| PO BOX 7690 | NEW YORK | NY | 10022 | CHARITABLE | $5,000 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||
| 500 5TH AVE 42ND FLOOR | NEW YORK | NY | 10110 | CHARITABLE | $3,600 |
| AMIT WOMEN | |||||
| 817 BROADWAY | NEW YORK | NY | 10003 | CHARITABLE | $390 |
| ARIEL AMERICAN FRIENDS OF MIDRASHA | |||||
| 275 MADISON AVE STE 2301 | NEW YORK | NY | 10016 | CHARITABLE | $150,000 |
| BELEV ECHAD | |||||
| 1766 2ND AVE | NEW YORK | NY | 10128 | CHARITABLE | $150 |
| CSTTJC | |||||
| 550 EMPIRE BLVD | BROOKLYN | NY | 11225 | CHARITABLE | $100 |
| CHABAD LUBAVITCH MIDTOWN MANHATTAN | |||||
| 509 5TH AVE | NEW YORK | NY | 10017 | CHARITABLE | $610 |
| CHABAD LUBAVITCH OF UPPER EAST SIDE | |||||
| 419 E 77TH ST | NEW YORK | NY | 10075 | CHARITABLE | $750 |
| CONGREGATION KEHILATH JESHURUN | |||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | CHARITABLE | $23,921 |
| CONGREGATION SHEARITH ISRAEL | |||||
| 2 WEST 70TH ST | NEW YORK | NY | 10023 | CHARITABLE | $8,751 |
| ECHO INTL INSTITUTE FOR HEALTH | |||||
| 295 W RTE 59 | SPRING VALLEY | NY | 10977 | CHARITABLE | $250 |
| FIFTH AVENUE SYNAGOGUE | |||||
| 5 EAST 62ND ST | NEW YORK | NY | 10065 | CHARITABLE | $2,000 |
| FRIENDS OF ASOR INC | |||||
| 209 COMMERCE STREET | ALEXANDRIA | VA | 22314 | CHARITABLE | $1,000 |
| FRIENDSHIP CIRCLE | |||||
| 792 EASTERN PARKWAY | BROOKLYN | NY | 11213 | CHARITABLE | $1,000 |
| HAPPYPURIMCOM | |||||
| 1086 TEANECK ROAD SUITE 3C1 | TEANECK | NJ | 07666 | CHARITABLE | $1,905 |
| JEWISH CENTER OF ATLANTIC BEACH | |||||
| 100 NASSAU AVE | ATLANTIC BEACH | NY | 11509 | CHARITABLE | $4,490 |
| JEWISH COMMUNAL FUND | |||||
| 575 MADISON AVE | NEW YORK | NY | 10022 | CHARITABLE | $500,000 |
| LIDO BEACH SYNAGOGUE | |||||
| 1 FAIRWAY ROAD | LIDO BEACH | NY | 11561 | CHARITABLE | $2,400 |
| MACULAR DEGENERATION FOUNDATION INC | |||||
| PO BOX 531313 | HENDERSON | NV | 89053 | CHARITABLE | $250 |
| MEMRI | |||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | CHARITABLE | $1,000 |
| MOISE SAFRA COMMUNITY CENTER | |||||
| 555 MADISON AVENUE | NEW YORK | NY | 10022 | CHARITABLE | $2,130 |
| NJOP (NATL JEWISH OUTREACH PROGRAM) | |||||
| 989 SIXTH AVENUE | NEW YORK | NY | 10018 | CHARITABLE | $1,000 |
| ORTHODOX UNION | |||||
| 11 BROADWAY | NEW YORK | NY | 10004 | CHARITABLE | $9,000 |
| RAMAZ SCHOOL | |||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | CHARITABLE | $8,425 |
| THE JEWISH CHILDRENS MUSEUM | |||||
| 792 EASTERN PKWY | BROOKLYN | NY | 11213 | CHARITABLE | $250 |
| THE TIVKAH FUND | |||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | CHARITABLE | $200 |
| UJA FEDERATION OF NY | |||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | CHARITABLE | $5,000 |
| UPPER EAST SIDE HATZOLAH | |||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | CHARITABLE | $1,800 |
| YESHIVA UNIVERSITY | |||||
| 500 WEST 185TH ST | NEW YORK | NY | 10033 | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $737,372 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,183 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,512 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $300,366 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $171,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $300,366 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $472,061 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,100 | Amt |
| Net Investment Income | $15,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $2,040,535 | $2,956,622 |
| TD AMERITRADE | $2,368,003 | $3,965,953 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISRAEL BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,800,000 | BookValueAmt |
| EOYFMV | $1,800,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSES AND FEES | Desc |
| Revenue And Expenses Per Books | $999 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $999 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $62,486 | Amt |
| Net Investment Income | $62,486 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $152 | $152 | $0 |
| EXCISE TAX | $4,523 | $0 | $0 |